To help set up credit card and ACH payment processing through Sage Exchange account a payment setup wizard has been added. After setting up your Sage Exchange account, the wizard will guide you through enabling ACH payment processing and credit card processing in Company Maintenance and creating payment types.

Payroll – Sage 100 Direct Deposit Service Processing

Changes were made to the Process Employee Pre-Note and Direct Deposit Transaction Window:

A warning message will appear if you select a batch that has already been sent or has an effective date that has passed

The Select Sent button has been renamed to Select Batches Previously Transmitted and is now at the bottom of the column of button

The Select Not Sent button has been renamed to Select Batches Never Transmitted and has moved to the top of the column of buttons

Sage 100 2017

Global Enhancements

Enhanced Auto-Complete

In previous versions this feature only considered the beginning of the text in the searched fields. Now, when using the updated feature, your search criteria is compared with all words within the searched fields. For example, if you have a customer named Allen’s Appliance Repair and a customer named Appliance Services, typing Appl in the Customer No field results in a list that includes both customers. The number of fields included in the search has been expanded to include the ability to search for vendors by phone number. Try typing the phone number (digits only) in the vendor no. field.

Build Search Index Utility

In order to activate the enhanced auto-complete feature, run the Build Search Index utility on the Library Master Utilities menu. If this step isn’t run, the auto-complete will run as it did prior to the enhancement. This utility can be run after creating a new customer, vendor and item records so that the records are indexed and appear in the auto-complete results. When running the utility it updates the index for all of your companies. Use the Task Scheduler to automatically run the indexing utility on a regular basis.

Full Text Search Option in Lookup Windows

A full text option has been added to the Search list in the Lookup windows. When Full Text is selected, search criteria is compared with the data in all columns available in the lookup window. The search criteria must match the beginning of a word. For example, if you have a customer named Market Supplies and another customer named Village Market, if you type Mark in the search results, Village Market will not show up.

Search for Empty Fields in Lookup Windows

Now there is the ability to search for fields that do not contain any value in the lookup windows. Select a field from the Search list then select Is Empty from the operand list then click find.

Maintain Commodity Codes for Miscellaneous and Inventory Items

Maintain a list of commodity codes and associate them with miscellaneous items. Commodity codes are included with the data send when processing level 3 credit card transactions in the Sales Order module.

A Commodity Code field has been added to the Main tab in Product Line Maintenance. A Commodity Code check box has been added to the Apply Product Line Information window so that you can apply the code entered in the Product Line Maintenance to the selected Inventory items within the product line.

There is a new Commodity Desc field displays the commodity code description in Sales Order Entry and Sales Order Invoice Data Entry.

Common Information Setup menu now has Commodity Code Maintenance added. This task can be used to maintain a list of commodity codes and their descriptions. Codes and descriptions are available in the lookup views for Commodity Code fields. Click the Apply button to assign a Commodity Code range of items.

Selecting an item in the Sales Order Entry and Sales Order Invoice Data Entry, the code entered in the item’s maintenance task is the default value in the Commodity Code field. This can be changed.

The Commodity Code Import Wizard which is available on the Common Information Utilities menu will guide you through importing commodity codes from tab-delimited text files.

On the Main tab in Miscellaneous Item Maintenance there has been a Commodity Code fields added. You can create a new code on the fly or enter an existing code.

Larger Font for Selected Reports

Font size used for selected reports has been increased to improve visibility. Reports have previously been viewed in 6 point font but now is 30-40% taller.

Prior and Next Buttons for Calendar Window

Use the Prior and Next buttons to quickly change from month to month on the calendar window.

Cancel Button Available when Printing Reports

Cancel report printing by clicking Cancel button on the message window that appears while the report is processing.

Suppress “Remove Forms” Message

There is now an option in Role Maintenance that allows you to suppress the message that reminds you to replace forms with paper after printing.

Resizable Memo Maintenance Window

Resize the Memo Maintenance window by dragging the lower-right corner of the window.

New Options on Help Ribbon

New buttons on the Help Ribbon include:

Create a Support Ticket

Access Sage 100 Knowledgebase

Start a chat session with Sage 100 Tech Support

Accounts Receivable

You can now enter ACH payments in the following tasks:

Repetitive Invoice Entry

Cash Receipts Entry

Accounts Receivable Data Entry

This feature is enabled when you have Sage Payment Solutions account that is set up for ACH payments. Enable the feature on the Payments tab in the Company Maintenance and set up ACH payment types in Payment Type Maintenance. Some fields, tasks and tabs have been renamed to reference ‘payments’ instead of ‘credit cards’. Details in the following sections.

ACH Payment Processing

ACH payments are submitted to the Sage Payments Solutions as part of the Cash Receipts Journal and Accounts Receivable Sales Journal update process. They cannot be processed individually.

Data Entry Tasks

The following changes were made in the data entry tasks

ACH Payment related fields have been added to the Cash Receipts Deposit window and the Cash Receipts Entry Header tab.

The Credit Card tab has been renamed to the Payment tab. Fields related to ACH payments have been added. The Payment ID field has replaced the Credit Card ID field.

The Fix button is now available on the Payment tab based on the Allow to Override ACH Payment Transaction security event in Role Maintenance.

Reports and Listings

Print a customers’ ACH payment information has been added to the Customer Listing task window. The last 4 digits of the bank account appear in the listing.

Credit Card Settlement Report has been renamed to Credit Card and ACH Settlement report to include ACH payments on the report.

The last 4 digits of the bank account appear for ACH payments on the Deposit Transaction Report

Maintenance Tasks

Now you are able to select ACH Payment as the payment method when in the Payment Type Maintenance

An ACH account field now displays in Invoice History Inquiry which displays the last 4 digits of the ACH payment bank account for invoices with ACH Payments. The Payment Information button has replaced the Credit Card Information button and will open a new Payment Information window to view additional details about the payment.

ACH payments now appear in the secondary grid on the Customer Maintenance Invoices and Transactions tabs.

On the Customer Maintenance Additional tab, the Payment ID field has replaced the Card ID field

Allow to Override ACH Payment Transactions has been added for security. This security event enables the Fix button on the Payments tab in A/R Invoice Data Entry and Cash Receipts Entry which allows users to update payment transaction information.

Bank Reconciliation

Following check boxes have been added to the Bank Reconciliation Report task window:

Keep Window Open After Preview

Keep Window Open After Print

Improved Export to Excel or Financial Reports

The Excel file is easier to view and manipulate when exporting Bank Reconciliation reports. Minimum font size 8 points and empty columns and rows are minimized.

Customer Relation Management

Now included with Sage 100 is Sage CRM 7.3. To obtain information on what’s new in this version, see Sage CRM 7.3 SP3 Release Notes. This document is available in the Documentation link in the Sage CRM installation program. On the Auto run screen that appears, click the Documentation link when you start the Sage CRM installation.

Library Master

After selecting a role in Role Maintenance, you can click the Search button and enter search criteria. Matching security events, tasks and module options appear and you can select one to go to its location on the applicable tab.

Sales Order

Enter ACH payments in Sales Order Entry and S/O Invoice Data

A Sage Payment Solutions account is set up you can enable this feature.

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With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant. You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Quick Bill – This new feature provides the ability to create or select a client, create time and expense slips, choose appropriate taxes to apply and pay the invoice in one centralized location. This new function is great for getting clients in and out of the office fast while allowing the option of selecting existing bill layouts, preview of the bill and printing, emailing or both.

Customer Calculated Fields on Invoices – Creating customer calculated fields on Sage Timeslips reports is now available on client invoices and invoice cover pages. Allows for business specific billing information to your clients.

Features for Sage Timeslips Premium and Sage Timeslips 2017

Re-Designed Budgets – Budgets have a new look. Client specific budgets are created quickly and easily to offer simple setup and management. Calculating budgets are created faster and can be duplicated for multiple clients.

Re-Designed Accounts Receivable Entry/List – The list and entry now displays more vital data eliminating the need to run reports and search. The new entry window has been reconfigured to provide easy to read and research billing processes.

Re-Designed Billing Assistant – Re-designed billing assistant provides an updated List View of all or selected clients for fast and accurate verification of data for quick invoicing. This list now provides a true ‘at a glance’ view of billing details quickly.

Re-Designed Client Information – The Client Informaiton dialog box has been redesigned so that options are grouped better, related fields are grouped better and navigation controls are more consistent throughout Sage Timeslips.

Client Secondary Address Field – the Contact info page now contains additional fields for a second address.

Generating Receipts for Payments – Generating a payment receipt now confirms receipt of payment from a customer. Receipts are available for payments from an account, payments to an account, reverse payments and payments.

Printing Watermarks on Draft Bills – During your bill cycle, you can now print preview drafts of your bills before all charges are ready to send to your clients. Include watermarks on bills to indicate drafts prior to bill run. Draft bills cannot be approved, so when you print draft bills, you will not be able to put them in Proof Stage, approve them or print/email them. Exclusion of watermarks is needed to approve bills for bill run.

Text Search – Search scope fields are now grouped and search results are now sortable. Other fields are now searchable such as transaction check numbers, client email addresses, and timekeeper email addresses. Clicking on column headings will sort lists and selecting the search result will allow to view context.

New Slips List Filter – Time and Expense Slip List now includes a new filter that allows to show the last ___ slips entered. This allows for large databases to show only new slips such as from the past few months.

New Option to Show/Hide Slips List Field – control whether several areas on the Time and Expense Slips Lists are displayed or not. This feature includes the new Show only the last filter at the top of the list, the description preview and slip totals at the bottom of the list and now show/hide total number of slips displayed.

New Slip List Preferences – Now you can control which slip tab and slips are selected when opening the list. Select to hide slips of other timekeepers using security. Generate bills or editing slips using the time sheet, the list can update automatically with changes.

Timeslips Calendar with Google Sync – Track meetings and events in a calendar and have the ability to share these events with other timekeepers.

TAL Pro Enhancements – New account categories and new connection settings. Assignment of accounts has been simplified as has the Posting process. Past postings are easy to review. Name linking has been improved and enhancements to slip creation has been added.

Printing from Lists – Ability to select the printer used to print reports such as Time and Expense Slip List, Client Funds List and the Accounts Receivable List. When selecting print from the toolbar, a print dialog box will open allowing you to pick the destination of the report to print.

20 Pricing Options for Each Expense – Each expense has the ability to store up to 20 prices. Decide which of the prices are the default on new slips and have the ability to choose any of the prices on the expense slips at any time.

New Days to Pay Report – This new report forcasts the number of days that a client takes to pay their bills.

Include Attachments to Bills – Include attachments to clients bills either with printing or emailing.

Exclusive Access Notification – Notify other timekeepers if you need exclusive access to the database. Also set a countdown timer that will log other timekeepers out when the timer is reached.

Spelling and Grammer Enhancements – Spelling errors are eliminated with the ability to search up to 6 dictionaries. View and edit entries in your personal dictionary and check out the new Technical spelling dictionary.

User-Defined Invoice Reports – Create your own custom reports from invoice transactions. Optionally include a breakdown of transactions applied to invoices. Also allows you to design reports that include only the invoice information you want.

Customize PDF Names when Sending Bills or Statements by e-mail – you can now control the name of the PDF’s when sending bills or statements by email to use simple text, data tokens or a combination of both to ensure your PDF has a unique name.

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant. You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

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